StockDriftsStockDriftsTop 32 Mirabaud Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.04% | 34.7K | $11.0M | +122.56%(+19.10K) | $262.79(+58.96%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.68% | 63.8K | $10.5M | -4.20%(-2.80K) | $55.21(+326.96%) | 2026-03-31 | |
| CME | CME GROUP INC | 6.94% | 28.3K | $8.4M | -23.67%(-8.77K) | $225.48(+32.03%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 6.9% | 29.5K | $8.4M | -32.86%(-14.43K) | $205.14(+46.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.57% | 22.2K | $8.0M | -51.16%(-23.28K) | $388.20(+5.47%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.71% | 23.6K | $6.9M | +235.33%(+16.58K) | $269.93(+62.93%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.37% | 23.8K | $6.5M | -43.28%(-18.17K) | $153.68(+160.98%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.3% | 32.0K | $6.4M | -47.40%(-28.85K) | $162.47(+64.48%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 4.58% | 24.9K | $5.6M | +336.73%(+19.18K) | $222.55(+4.25%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 4.45% | 22.6K | $5.4M | +317.29%(+17.17K) | $235.97(+14.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.95% | +64.09% |
| Top 20 Holdings Unweighted | +15.13% | +52.59% |
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